Reported 1 day ago
The article discusses a bullish thesis on Masco Corporation, highlighting its strong position in the home improvement sector, particularly through its plumbing and Behr paint products sold exclusively at Home Depot. With a stable focus on repair and renovation, which accounts for 88% of sales, Masco benefits from branding and its partnership with Home Depot. Financially, the company generates over $750M in free cash flow, supports significant buybacks, and appears attractively priced at a P/E of 18, suggesting sound long-term prospects despite competition.
Source: YAHOO